Purchases and Sales Made in Q3 2025 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
21K+ 8.51% |
$853K - $972K
|
267K
$12.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
17.1KNew |
$694K - $791K
|
17.1K
$771K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.58K+ 1.4% |
$390K - $444K
|
692K
$31.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.43K+ 2.34% |
$221K - $251K
|
237K
$10.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.33KNew |
$217K - $247K
|
5.33K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
4.65KNew |
$189K - $215K
|
4.65K
$210K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.63KNew |
$188K - $215K
|
4.63K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.49KNew |
$182K - $208K
|
4.49K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.46KNew |
$181K - $206K
|
4.46K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.41KNew |
$179K - $204K
|
4.41K
$199K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.57K+ 226.94% |
$145K - $165K
|
5.15K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.77K+ 9.52% |
$71.9K - $81.9K
|
20.3K
$919K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 1.32% |
$67.6K - $77K
|
127K
$5.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.5KNew |
$60.9K - $69.3K
|
1.5K
$67.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.37K+ 0.63% |
$55.9K - $63.6K
|
219K
$9.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.26K+ 22.69% |
$51.4K - $58.6K
|
6.83K
$309K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.17KNew |
$47.5K - $54.1K
|
1.17K
$52.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.07K+ 7.9% |
$43.4K - $49.4K
|
14.6K
$658K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500+ 9.58% |
$20.3K - $23.2K
|
5.72K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
456+ 25.35% |
$18.6K - $21.1K
|
2.26K
$102K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
177New |
$7.2K - $8.2K
|
177
$8K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
142+ 0.68% |
$5.78K - $6.58K
|
20.9K
$944K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
124New |
$5.04K - $5.74K
|
124
$5.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
98New |
$3.99K - $4.54K
|
98
$4.43K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
89+ 1.12% |
$3.62K - $4.12K
|
8.06K
$364K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
87New |
$3.54K - $4.03K
|
87
$3.93K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
65+ 22.03% |
$2.64K - $3.01K
|
360
$16.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.11% |
$1.75K - $1.99K
|
39.8K
$1.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.06% |
$244 - $278
|
9.49K
$429K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.32% |
$203 - $232
|
1.59K
$71.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.33% |
$122 - $139
|
914
$41.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.18% |
$81.4 - $92.7
|
1.1K
$49.7K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.41% |
$40.7 - $46.3
|
242
$10.9K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.22% |
$40.7 - $46.3
|
461
$20.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1+ 0.0% |
$40.7 - $46.3
|
24.2K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 0.64% |
$407 - $463
|
1.55K
$70.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-55- 0.77% |
$2.24K - $2.55K
|
7.1K
$321K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-60- 0.23% |
$2.44K - $2.78K
|
25.8K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-64- 0.55% |
$2.6K - $2.97K
|
11.6K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-215- 2.15% |
$8.75K - $9.96K
|
9.78K
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-237- 0.3% |
$9.64K - $11K
|
77.8K
$3.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-272- 0.61% |
$11.1K - $12.6K
|
44.4K
$2M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-378- 0.23% |
$15.4K - $17.5K
|
164K
$7.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-414- 6.03% |
$16.8K - $19.2K
|
6.45K
$292K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-607- 4.36% |
$24.7K - $28.1K
|
13.3K
$601K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-708- 12.42% |
$28.8K - $32.8K
|
4.99K
$226K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.09K- 19.6% |
$44.3K - $50.5K
|
4.47K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.12K- 4.45% |
$45.7K - $52K
|
24.1K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.51K- 0.59% |
$61.5K - $70.1K
|
257K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.59K- 20.68% |
$64.5K - $73.4K
|
6.08K
$275K
|